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SteveDonohue 12/5/2012 | 4:38:24 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top'

I imagine it could get ugly for the big operators if a company like Comcast were to launch Xfinity nationwide. But if an MSO were to find a way to market a single national brand -- and drive revenue to its fellow operators in the form of increased revenue from high-speed data services -- the big operators could continue to get along. 

Jeff Baumgartner 12/5/2012 | 4:38:24 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' The very idea of seeing MSOs compete with other MSOs by going OTT is intriguing since it would offer them some new growth opportunities. But the fallout would be just as interesting. Would cable end up losing its collegial, club-like atmosphere? Would cable, typically a all-for-one, one-for-all type of industry, start looking more like the carriers, which aren't always looking out for each other's best interests? JB
Jeff Baumgartner 12/5/2012 | 4:38:23 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' Interesting idea. Perhaps they could go over the top from a technical standpoint but still carve out some revenue sharing deals so they aren't competing completely head to head? JB
canadian 12/5/2012 | 4:38:22 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' Jeff, there's no incentive for the big guys to think about the small guys. The guy with the big stick has the power. The small guys are not going to be happy about this AT ALL. They are suffering already.

What do you think the ACA or OPASTCO think about this?
Jeff Baumgartner 12/5/2012 | 4:38:22 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' I'd agree that going after the tier 2/3 cable markets would ruffle the least powerful feathers of the cable flock.

However, some smaller MSOs recently shrugged off the idea, and one even said something to the effect of "bring it on!" Granted, that may just be posturing since they can't really say, "I wake up in a cold sweat every night just thinking about it." JB

scottseab 12/5/2012 | 4:38:20 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top'

Other fallouts - quite a bit of lost franchise fees for cable franchising authorities and lost traditional ad revenues (and jobs) to networks, death to the set top box makers when the TVs are finally all internet-ready....

DCITDave 12/5/2012 | 4:38:18 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top'

A little less predictable is the social barrier to unplugging cable. We've had the tech in our home to go without live TV for years. But did we? No. We still wanted it available (even most everything we consume are recorded programs).

So I think unplugging is less likely than the cable guys losing an account here and there to something like Sezmi, which combines some basic over-the-air TV with some Internet TV features. A nice bundle with no monthly fees attached.

shygye75 12/5/2012 | 4:38:17 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' Our Heavy Reading research surveys show that consumers aren't eager to change when it comes to video service providers. Incumbency has been a huge advantage -- kind of like the U.S. political system. OTT plays will no doubt nibble at the edges of conventional video service delivery, and those nibbles could be painful in terms of lost revenue and shrunken margins. But even in emerging markets, incumbents will maintain a significant chunk of their market share for some time.
DCITDave 12/5/2012 | 4:38:17 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top'

Great point. The consumer survey Adi talked about at TelcoTV last year gave a nice summary of why bundling works so well: 


Most people, even if unsatisfied with one service, don't want to deal with the misery of undoing a bundle.

Jeff Baumgartner 12/5/2012 | 4:38:16 PM
re: Boxee CEO: MSOs Should 'Go Over-the-Top' An MSO's franchise fees would take a hit where it tried OTT, but I think that part of the market could be viewed as gravy since it represents an entirely new source of revenue, so it might be worth that risk.

But there's still a question on how cable might actually go over the top outside its franchise areas... would they offer a broadband-replicated version of their subscription linear fare, or offer access to premium TV shows, movies, and other content that's only available on-demand? That question might be just as important in the early stages. JB

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